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Multi-6-Figure REI Bookkeeper Playbook Course
A fully comprehensive course designed for Bookkeeping Entrepreneurs to serve Real Estate Investors efficiently AND scale their business sustainably.
Save Yourself 3+ Years of Learning Things the Hard Way.
What You Get When You Enroll...
Full "Nuts & Bolts Course" Plus All Modules for Bookkeeping Entrepreneurs to Scale Your Firm
($4,995 value)
Free Access to Time Capital University Community ($1,495 value)
90% OFF QBO Chart of Accounts Import Template for REIs ($249 value)
All Templates & Tools Plus Bonus Content throughout
($1,995 value)
90% OFF 30-Minute Coaching Session with Max
($495 value)
Total Value $9,229+
Enroll Today and Only Pay:
After Completing This Course
You Will Have...
Learned everything from how to Market & Sell to get REI Clients to Growing & Organizing your REI Bookkeeping Firm into a hands-off cash cow.
A solid understanding of Who Real Estate Investors (REIs) are, Where to find them, and How to Speak to Them
Confidence to serve an REI from setting up their accounting structure and cleaning up their historical bookkeeping records to maintaining their bookkeeping on a monthly & annual basis.
The ability to pull financial reports that are actually valuable to REIs and Review & Interpret their financials to them.
Confidence to interact with your REI clients' tax pros
Lifetime access to course updates
Are You Ready to Build Your Empire?
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ResourcesResource- Real Estate Investing Lingo (3:24) Resource- REI Bookkeeping Client Questionnaire (Qualifying & Pricing) (24:34) Resource- Discovery Call Template (23:23) Resource- Proposal Template (17:18) Resource- What to Request during Onboarding (Checklist) (11:27) Resource- Client Smart Card (8:08) Resource- Depreciation Schedule Worksheet Walkthrough (if you're factoring in depreciation monthly) (11:35) Resource- Amortization Schedule Worksheet Walkthrough (Loan/Finance Charges) (6:23) Resource- Recording Opening Balances - Video 1 - Overview (22:05) Resource- To Capitalize or Not Cheat Sheet for Rental Properties (18:18) Resource- 1031 Exchange: What is it & How do we code it? (17:53) Resource- Coding Year-End Equity Adjusting Journal Entries (14:18) Resource- What is a Vision and Why it is Important (7:31) Resource- 13-Week Scoreboard (Key Performance Indicators) (17:10)
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Module 1 - Welcome & Introduction to Serving Real Estate Investors!!!Welcome & Introduction!!! (3:38) Course Execution Outline & Timeline (3:23) What's Unique About Serving Real Estate Investors? (15:53) Real Estate Investing Lingo (3:24) Module 1 Quiz
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Module 2 - Marketing to Real Estate InvestorsMarketing Module Introduction: What is Marketing & Why is it Important? (6:31) Who are Real Estate Investors & what motivates them? (10:27) Branding Introduction (18:28) 3 Beginner Marketing Principles (10:45) Where to Find & Network with Real Estate Investors (12:58) Should You Market In-Person or Online? (15:34) How to Find In-Person REI Events (meetups, masterminds, & conferences) (15:04) Where to Network with REIs Online (5:18) What is an Online Presence and Why is it important? (13:05) Social Media Marketing Introduction (13:08) Social Media Content Production Tips (12:20) Social Media Management System Walkthrough (6:18) Facebook Marketing Starter Walkthrough (20:14) Biggerpockets Marketing Starter Walkthrough (19:30) How To Track Prospective Clients & Stay Top of Mind With Them? (CRM: Customer Relationship Management) (16:23) Keepful Walkthrough: Customer Relationship Management (CRM) Software (14:23) Mailchimp Walkthrough: Customer Relationship Management (CRM) Software (15:59) Favorite Way to Get New Clients (12:27) Importance of Testimonials & How to Get Them (11:05) Website Walkthrough (21:04) Weekly Marketing Key Performance Indicators (KPIs) That Have Worked For Time Capital Bookkeeping (16:08) Module 2 Quiz
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Module 3 - Sales Process & TacticsIntroduction to Selling (2:35) Qualifying a Real Estate Investor Prospective Client (11:19) REI Bookkeeping Client Questionnaire (Qualifying & Pricing) (24:34) Discovery Call Template (23:23) Proposal Template (17:18) Sales Philosophy That Has Helped Me #1: Speed to Lead (14:15) Sales Philosophy That Has Helped Me #2: Collaboration over Negotiation (7:58) Sales Philosophy That Has Helped Me #3: Volume Game (13:34) Sales Mistake #1: Calls with unqualified prospects (8:13) Sales Mistake #2: Not truly believing in your product/service (8:34) Sales Mistake #3: Not knowing who you're talking to prior to the call (6:53) Sales Mistake #4: Talking too much (9:00) Sales Mistake #5: Not getting ahead of objections (10:16) Objection Overcomer #1: Seek to understand, not to argue (7:59) Objection Overcomer #2: What happens if you do nothing and continue on your current path? (10:26) Objection Overcomer #3: What makes it worth it? (7:52)
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Module 4 - Onboarding a Real Estate Investor ClientOverview of Onboarding Process (8:12) Onboarding Intake Form (8:09) Onboarding Shared File to Collect Information & Documentation (8:15) What to Request during Onboarding (Checklist) (11:27) Client Smart Card (8:08) Importance of Concurrent Actions (6:43)
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Module 5 (Bonus Content) - Common Real Estate Investor DocumentsHUD Statements Overview (8:40) Loan Statements Overview (6:21) Promissory Note Overview (6:24) Amortization Schedule Overview (9:14) Line of Credit Statements Overview (HELOC in this example) (4:37) Property Management Statements Overview (6:56) Venmo/Cash App/Paypal/etc Exports Overview (8:22) AirBnb & VRBO Exports Overview (9:49) W9 Form Overview (2:57) Receipts Overview (3:28) Cost Segregation Study (15:48) Module 5 Quiz
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Module 6 - Setup a Real Estate Investor's Accounting StructureModifying All Settings in QuickBooks Online (11:52) Coding Flips versus Rentals Introduction (5:45) Custom REI Chart of Accounts Walkthrough (13:45) How to Import Custom Real Estate Investing Chart of Accounts into QuickBooks Online (9:32) Freeing up accounts within the Chart of Accounts (if more accounts are needed) (7:33) Linking A Bank Account & Credit Card Account to the Bank Feed (10:13) Creating Rental, Flip, & Wholesale Properties using the Customer Feature (16:09) Creating Recurring Vendors & Customers (4:45) How to Create & Delete Businesses, Classes, etc (5:15) Creating PITI Escrow and Loans by Property Custom Reports (great for reconciling) (6:40) Depreciation Schedule Worksheet Walkthrough (if you're factoring in depreciation monthly) (11:35) Amortization Schedule Worksheet Walkthrough (Loan/Finance Charges) (6:23) Module 6 Quiz
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Module 7 - Clean-Up & Monthly MaintenanceRecording Opening Balances - Video 1 - Overview (22:05) Recording Opening Balances - Video 2 - Form 1040 (Personal Tax Return) (17:45) Recording Opening Balances - Video 3 - Form 1120S (S Corporation Tax Return) (22:15) Recording Opening Balances - Video 4 - Form 1065 (Partnership Tax Return) (24:39) To Capitalize or Not Cheat Sheet for Rental Properties (18:18) Understanding Earnest Money Deposits & Common Scenarios (9:53) How to code a Flip property Purchase HUD statement (16:22) How to code a Flip property Sale HUD statement (14:39) How to Record the Adjusting Journal Entry after a Flip property has been Sold (11:40) Coding a Flip Profit "Split" Distribution to a Partner (10:32) How to code a Rental property Purchase HUD statement (24:11) How to code a Rental property Refinance HUD statement (21:15) How to code a Rental property Sale HUD statement (25:20) How to code a Wholesale (3:55) Coding a Property Management Owner Statement (including Balances that carry over from month to month) (20:56) Coding Venmo/Cash App/Paypal/etc Exports (11:36) Coding AirBnb & VRBO Transactions from Exports (13:41) Coding Rental Income through bank feed (2:11) Coding & Splitting a Loan Payment between Principal, Interest, & Escrow (PITI) (9:41) Coding a Rehab/Construction Draw from a Lender (6:17) Purpose of "Ask My Accountant" accounts & How to export them (10:16) How to Record/Review Receipts (4:09) How to Categorize Travel Costs in Different Scenarios (6:09) Module 7 Quiz
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Module 8 (Bonus Content) - Odd Scenarios Encountered with Real Estate InvestorsHow to code Two Properties on One Sale HUD Statement (1 Flip & 1 Rental) (22:45) 1031 Exchange: What is it & How do we code it? (17:53) Seller Finance Notes Receivable Scenario (REI sells property but holds note for buyer) (11:52) Property-Type Change: Flip to Rental & Rental to Flip (15:40) Subject-To Financing: What is it & How do we code it? (11:52) Splitting a Contractor's Receipt/Bill (3 Common Scenarios) (18:53) Joint Ventures - Video 1 - What is a Joint Venture in Real Estate Investing? (6:55) Joint Ventures - Video 2 - Flip Property Joint Venture Scenarios (26:07) Joint Ventures - Video 3 - Rental Property Joint Venture Scenarios (29:46)
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Module 9 - Month-EndMonth-End Documents You Need (7:10) Coding Cash on Hand transactions (7:38) Coding Month-End Depreciation & Month-End Amortization (13:03) Coding a Loan (PITI) Escrow Property Insurance and/or Property Taxes payment (Lender-paid) (7:03) Coding Payroll Statements & Transactions (14:19) Reclassify Feature Within QBO (6:23) Reconciling Financial Accounts at Month-End (8:34) Reconciling Notes Payable & PITI Escrow balance per Property (9:11) Producing Financial Reports & Saving Custom Reports (5:12) Producing Financial Reports per Property or Multiple Properties (9:50) Module 9 Quiz
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Module 10 - Year-EndHow To Stay Proactive for Tax Season (8:02) Pulling a 1099 Form List from QuickBooks Online (19:02) Coding a Cost Segregation Study Results (10:46) Coding Year-End Equity Adjusting Journal Entries (14:18) Coding the Tax Professional's Year-End Adjusting Journal Entries (13:05) Reconcile Property Balance Sheet Accounts to Previous Tax Return (& All Other Balances) (16:25) Module 10 Quiz
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Module 11 (Bonus Content) - Quality Control Process for Real Estate InvestorsIntroduction to Quality Control Process (3:12) Pre-QC: Transaction Review Section Overview (Keeper) (11:19) Pre-QC: Payee/Entity Review Section Overview (Keeper) (7:32) Pre-QC: Account Reconciliation Review Section Overview (Keeper) (3:23) Check Overall Balance Sheet (9:50) Check Overall Income (Profit & Loss) Statement (4:32) Check Overall Statement of Cash Flows (3:24) Check Per-Rental Property Balance Sheet (9:06) Check Per-Rental Property Income (Profit & Loss) Statement (4:26) Check Per-Flip Property Balance Sheet (5:50) Check Per-Flip Property Income (Profit & Loss) Statement (5:15) Check Per-Entity Balance Sheet (6:25) Check Per-Entity Income (Profit & Loss) Statement (5:49) Check Other Custom Reports the Client Requests (4:15) 1099 Check 1 (Keeper) (4:57) 1099 Check 2 (Keeper) (5:42)
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Module 12 (Bonus Content) - Basic Advisory Services for Real Estate InvestorsIntroduction to Basic Advisory Services: What We Currently (11/2024) Offer & Why (12:45) Review & Interpret: Balance Sheet (14:53) Review & Interpret: Income Statement (Profit & Loss) (8:42) How to read a Real Estate Investor's Statement of Cash Flows (SOCF) (16:30) Review & Interpret: Statement of Cash Flows (16:34) How to Calculate Cash on Cash Return on Investment (CoCROI) for a Rental Property in QBO (15:46) Key Performance Indicators (KPI) to Track for Real Estate Investors (19:48)
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Module 13 (Bonus Content) - Growth & OrganizationGrowth & Organization Introduction (5:38) This business is hard (12:43) I almost quit this business (23:02) Core Values (16:01) What is a Vision and Why it is Important (7:31) 13-Week Scoreboard (Key Performance Indicators) (17:10) Services We Do Not Offer & Why (for now...) (10:41) Overview of a proven Technology "Stack" for your Bookkeeping Firm (12:55) Organizational Chart (23:12) Your First Hire (6:15) First Thing I Did to Prepare to Hire People (14:30) Second Thing I Did to Prepare to Hire People (9:54) Third Thing I Did to Prepare to Hire People (6:58) Overview of Hiring Process (26:10) Leadership Tip #1: Extreme Ownership (9:11) Leadership Tip #2: Be Humble (10:08) Leadership Tip #3: Decentralized Command & Control (11:49) Scaling Tip #1: Remain Focused on Your Client Experience (9:02) Scaling Tip #2: Hire Thinkers, Not Notetakers (5:18) Scaling Tip #3: Over-Communicate (7:08) Scaling Tip #4: Keep It Simple (7:00) Scaling Tip #5: Prioritize Revenue, Not Number of Clients (5:52) Scaling Tip #6: Document every process in your business (5:48) Scaling Tip #7: Structuring your weeks for maximum productivity (15:45) Scaling Tip #8: Document your successes and failures (4:16) Scaling Tip #9: Don’t be afraid to fire clients (10:47) Scaling Tip #10: 80/20 Rule (12:19)
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Module 14 - Congratulations & Thank You!!!Congratulations & Thank You!!! (1:32) Next Steps... (6:56)
Curriculum
FAQs about our Multi-6-Figure Playbook Course
How does this course differ from the Bookkeeping for Real Estate Investors NUTS & BOLTS Course?​
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The Multi-6-Figure REI Bookkeeper Playbook Course is for Bookkeeping Entrepreneurs who want to learn REI bookkeeping AND how to operate and grow an REI Bookkeeping Firm. It includes all lessons from our "Nuts & Bolts" course as well as everything from how to Market & Sell to get REI Clients to Growing & Organizing your REI Bookkeeping Firm into a hands-off cash cow. ​​
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The NUTS & BOLTS Bookkeeping Course for Real Estate Investors is for Bookkeeping Team Members (& Real Estate Investors) who want to learn the technical (ONLY) aspects of REI bookkeeping. It teaches setting up an REI's accounting structure in QuickBooks Online, how to maintain their books on a monthly basis and how to pull financial reports that are actually valuable to REIs. It does NOT have lessons on marketing, sales, growth, and scaling.
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Who is this course for?​
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Bookkeeping Entrepreneurs who want to learn to serve Real Estate Investors from start to finish AND scale their business sustainably​​
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Who is this course NOT for?
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Bookkeepers who are not building their own firm/business.
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Bookkeepers who are not interested in serving REIs
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Bookkeepers who don’t already have basic bookkeeping knowledge (this is not a basic bookkeeping course).
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Bookkeepers who are not serious about absorbing and implementing the teachings to help others.
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Real Estate Investors, unless they are interested in starting and scaling a Bookkeeping Firm.​
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Can I get a refund?
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No, all sales are final.We encourage you to look at the course curriculum page HERE, to view all the modules and lessons, to see if this course is right for you.
50% OFF YEAR-ROUND
for All Active Duty/Veteran Military & First Responders & Their SPOUSES.
Email max@timecapitaluniversity.com for our Active Duty/Veteran, First Responder, & Spouses Discount (the steepest discount we offer).
students
Jill, TCU Student
“This Product Is Of Very High Quality.
Time Capital Bookkeeping's training for real estate course is essential for any bookkeeper with real estate clients! ... There are lots of different training courses out there but I can vouch this is a very well done course and you will USE it every day!”
Ardath, TCU Student
“Max takes the time to explain every aspect of bookkeeping tasks for servicing Real Estate Investor's (REIs). I found the program to be extremely helpful and it is nice that I can refer back to specific areas if needed in the future. Thank you, Max!”
Roy, TCU Student
"I'm semi-retired but not quite ready to fully retire. So, I was looking for a business to start and run for the next 5 years or so. I settled on starting up a bookkeeping business since it's one of the most profitable businesses out there and I have a corporate accounting background. Even though I knew accounting, I didn't know exactly how to start up the business. Luckily I found Max's REI bookkeeping course. It's a great niche to be in and the course walks you through everything you need to be successful: marketing, sales, how to choose what clients to work with and how to onboard them, and then TONS of instruction on how to do the bookkeeping for just about any possible real estate scenario you can think of. I'm currently starting up my bookkeeping business and in 5 years, when I do retire, I'll have something to sell which will add to retirement funds. I appreciate all the work that Max has put into his course. It's very good. Highly recommended."
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